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Vanguard Long-Term Treasury ETF
VGLT

Overview Fund Activity

352 hedge funds and large institutions have $8.4B invested in Vanguard Long-Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 159 increasing their positions, 76 reducing their positions, and 37 closing their positions.

Holders
352
Holders Change
+61
Holders Change %
+20.96%
% of All Funds
5.16%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.45%
New
100
Increased
159
Reduced
76
Closed
37
Calls
$26.9M
Puts
$5.26M
Net Calls
+$21.7M
Net Calls Change
+$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$805M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.04B
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$504M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$348M
5
Bank of America
5
Bank of America
North Carolina
$1.37B

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$2.5M
2
M&T Bank
2
M&T Bank
New York
$521K
3
BPA
3
Beacon Pointe Advisors
California
$51.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$4.86M
5
CCA
5
Checchi Capital Advisers
California
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$5.06M +$5.06M +82,272 New
HighTower Advisors
102
HighTower Advisors
Illinois
$4.86M -$15.6M -253,503 -76%
ACA
103
Ackerman Capital Advisors
Texas
$4.61M -$713K -11,581 -13%
Betterment LLC
104
Betterment LLC
New York
$4.6M +$526K +8,556 +13%
B
105
Bailard
California
$4.59M +$4.59M +74,628 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$4.44M +$4.44M +72,208 New
LGA
107
Lebenthal Global Advisors
New York
$4.41M +$1.02M +16,568 +30%
ACM
108
AlphaStar Capital Management
North Carolina
$4.1M +$2.03M +32,961 +98%
CAM
109
Cobblestone Asset Management
Virginia
$4M +$315K +5,119 +9%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$3.98M +$114K +1,849 +3%
SPIA
111
Steward Partners Investment Advisory
New York
$3.92M -$3.57M -57,980 -48%
TC
112
Truvestments Capital
Florida
$3.76M +$3.76M +61,107 New
CCFM
113
Clear Creek Financial Management
Washington
$3.74M +$41K +666 +1%
FFWA
114
Forthright Family Wealth Advisory
Texas
$3.71M +$3.71M +60,371 New
FNT
115
First National Trust
Pennsylvania
$3.58M -$178K -2,901 -5%
CPW
116
Catalyst Private Wealth
California
$3.56M +$1.87M +30,422 +111%
ODIJL
117
One Day In July LLC
Vermont
$3.45M -$675K -10,968 -16%
Stifel Financial
118
Stifel Financial
Missouri
$3.42M +$539K +8,763 +19%
NW
119
NewEdge Wealth
Pennsylvania
$3.38M -$9.19M -149,280 -73%
KP
120
Kitching Partners
Pennsylvania
$3.34M +$3.34M +54,325 New
TCM
121
Towneley Capital Management
California
$3.27M +$3.27M +53,137 New
BWG
122
Beta Wealth Group
California
$3.18M +$1.92M +31,243 +153%
FFM
123
Forum Financial Management
Illinois
$3.18M +$2.69M +43,659 +543%
SPWG
124
Sage Private Wealth Group
Illinois
$3.09M +$256K +4,163 +9%
WP
125
WealthSource Partners
California
$3.06M +$3.06M +49,700 New
3 4
5
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